See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $40,094 |
AMERICAN FUNDS1+ years Filed as: CAPITAL ANALYSTS INC Service code 27 · EIN 45-4846725 | Advisory (Plan) | $13,260 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,926 | $72,770-43.8% | $67,652-39.5% | $55,191-25.8% |
| Participation rate | 90.4% | 78.8%+11.6pp | 75.7%+14.7pp | 69.2%+21.2pp |
| Annual return | -0.93% | -3.26%+2.3pp | 6625.04%-6626.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,303 | $1,769-26.4% | $2,266-42.5% | $1,899-31.4% |
| Participant deferral / active EE | $1,934 | $3,408-43.3% | $3,560-45.7% | $3,046-36.5% |
| Admin fee / account holder | $165 | $79+109.2% | $4,821-96.6% | $91+81.6% |